Tell us about Consolidated Planning. . .
Business Continuity Planning for Maritime, Logistics, Construction and the Trades.
We've been a leader in the strategic planning space since 1981, developing a number of specialized planning processes that put client and strategy first, and products second. That decades long journey has taught us many lessons that our advisors now bring to bear for the benefit of our clients.
Focus on What Matters Most - As one of the largest planning firms in the Southeast, our business owner clients have benefited from the fact our team-based approach fosters incredible innovation and creativity when it comes to solving complex planning problems.
• Income and Revenue Protection
• Attraction and Retention of Key Employees
• Exit Planning Strategies
• Cash Flow Management
Strategy Before Product - The financial services industry is increasingly commoditized and products are obtainable anywhere. We provide real value to our clients by being process-first and delivering a financial strategy that is built by financial products, not the other way around.
What regions do you serve?
Headquartered in Charlotte, with offices across the Carolinas and in Georgia, our advisors are well positioned to serve clients throughout the South East. We are not limited to clients we see face to face, our web based technology and planning process lends well to servicing clients across the country.
What might surprise me about Consolidated Planning?
Founded with 4 Advisors in 1981, CP has now grown to over 120 Advisors across 13 locations managing over $1.4 Billion in Assets and over $6.5 Billion in Insurance Protection.
Having sheer numbers of so many capable Advisors working in concert has also fostered this innovation - because of our scale we've had a great number of minds collaborating rather than working in silos.
What are some of Consolidated Planning's proudest accomplishments?
Our firm and Advisors support a number of community projects throughout our footprint. Here locally we are raising money for the Lowcountry Maritime Society’s program so that the 4th grade boat building projects continue!
We also are looking forward to new office space in our new location at 350 Coleman Blvd in Mt. Pleasant. Our firm will occupy the second floor and control event space on the first floor in addition to leasing two additional first floor suites. Targeted move in date sometime in September.
Contact Michael Dare for more information about Consolidated Planning.